BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.75M
3
+$1.5M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
HCA icon
HCA Healthcare
HCA
+$767K

Top Sells

1
+$7.47M
2
+$969K
3
+$930K
4
GE icon
GE Aerospace
GE
+$773K
5
M icon
Macy's
M
+$695K

Sector Composition

1 Technology 12.4%
2 Healthcare 10.95%
3 Communication Services 10.3%
4 Industrials 9.64%
5 Financials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.46M 5.53%
244,430
+71,015
2
$8.66M 5.06%
36,744
+6,350
3
$6.91M 4.04%
+86,630
4
$6.72M 3.93%
92,086
-102,350
5
$5.36M 3.13%
43,065
-1,009
6
$4.59M 2.68%
127,760
+4,588
7
$3.64M 2.13%
20,559
-2,292
8
$3.33M 1.95%
106,276
+2,804
9
$3.31M 1.94%
122,735
+10,968
10
$3.31M 1.94%
70,305
-2,781
11
$3.3M 1.93%
50,135
+1,555
12
$2.86M 1.67%
34,847
+1,032
13
$2.78M 1.63%
11,192
14
$2.78M 1.62%
62,700
+10,080
15
$2.65M 1.55%
81,654
-17,488
16
$2.3M 1.35%
16,223
+435
17
$2.29M 1.34%
49,472
-929
18
$2.26M 1.32%
18,143
-4,113
19
$2.17M 1.27%
51,232
-2,506
20
$2.14M 1.25%
51,224
+433
21
$2.13M 1.24%
12,789
+1,852
22
$2.11M 1.23%
47,482
+3,874
23
$2.08M 1.22%
30,621
-2,778
24
$2.02M 1.18%
55,888
-25,783
25
$1.9M 1.11%
11,900
-239
1
2 3 4 5